Patient Responsibility Invoice

Patient Responsibility Invoice

Patient Responsibility Invoice

Use the Patient Responsibility form exclusively to generate invoices for charges flagged as patient responsibility from imported ERA (835) files.

Workflow

  1. Click Search to load all or specific orders with patient responsibility charges.
  2. In the first grid, select the orders to bill.
  3. Review charge details in the second grid; waive charges when appropriate.
  4. Create the invoices for the selected orders.

Second grid actions

  • Waive charges for selected line items when policy dictates.
  • Review amounts, notes, and any payer indicators carried from the ERA.

More options

  • Cases: Associate existing or new cases to selected orders.
  • Documents: Attach supporting documents.
  • Update Physician: Modify ordering/referring provider.
  • Update Patient Address: Correct patient demographic details.
  • Internal Comments: Add notes for audit and follow-up.
  • Rejection Report: Preview issues (e.g., missing price or demographics) before invoicing.

Idea
Tip: Always verify demographics and addresses before invoicing patient-responsibility items to minimize returns and delays.


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